Formidable Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Formidable Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$230,358
+89883.6%
10,881
-2.5%
0.05%
-8.9%
Q2 2023$256
+0.4%
11,1560.0%0.06%
+3.7%
Q1 2023$255
+0.8%
11,1560.0%0.05%
-5.3%
Q4 2022$253
-99.9%
11,1560.0%0.06%
+1.8%
Q3 2022$242,000
-11.4%
11,156
-0.2%
0.06%
-8.2%
Q2 2022$273,000
-22.9%
11,177
-7.8%
0.06%
-10.3%
Q1 2022$354,000
-4.3%
12,120
+0.0%
0.07%
-4.2%
Q4 2021$370,000
+8.2%
12,116
-2.8%
0.07%
+10.9%
Q3 2021$342,000
-6.0%
12,465
-2.3%
0.06%
-17.9%
Q2 2021$364,000
-72.5%
12,754
-75.3%
0.08%
-72.9%
Q1 2021$1,325,000
+119.7%
51,567
+103.5%
0.29%
+105.7%
Q4 2020$603,000
+30.8%
25,344
+16.3%
0.14%
+4.5%
Q3 2020$461,00021,7880.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders